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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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Houlihan Lokey’s Transaction Advisory Services (TAS) team assists private equity and corporate clients by providing cohesive diligence across financial, tax, data analytics, cybersecurity, and technical accounting.
$145,000 - $180,000 a yearFull-timeExpandUpdated 1 month ago - UpvoteDownvoteShare Job
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We provide mentorship, training and education through our flagship accelerator programs and as a 501c3 charitable loan fund, we invest integrated capital (debt, equity, and grants) in women and BIPOC-led businesses that create economic power and build community wealth.
$200ExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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Progressive experience in a compliance role within the financial services industry, preferably at a Registered Investment Advisor (RIA) firm or fiduciary. Strategic Wealth Designers (SWD) is a full-service financial firm specializing in assisting clients near or in retirement.
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Chief Operating Officer of a PE-backed white-collar professional services company: A senior operations executive and trusted advisor with a proven track record within rapidly growing, private equity-backed, buy-and-build environments.
$200Full-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Minimum of 10 years of experience as a CCO in financial services, with at least the most recent 5 years of work history at a broker-dealer and registered investment advisor. With over $40 billion in assets under management and growing, Integrity Wealth through its registered investment advisers, broker-dealers, retirement planning and advisory companies provides cutting edge technology, services, and multi-custodial platform solutions to financial advisors and planners, brokers, wealth managers, and registered representatives so they can more effectively manage their clients’ assets.
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Manages and leads all fiduciary officers and associates in applicable region/territory, overseeing the administration and business growth of fiduciary accounts managed by Trust and Wealth Division in the applicable region/territory.
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Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management.
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The Dallas GEDI Initiative (Gender, Equity, Diversity, and Inclusion) is a safe, collaborative space where the diverse needs of our refugee clients can be discussed and efforts can be made to implement positive change with their needs in mind.
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Employee-led diversity, equity, and inclusion initiatives. We offer all employees a remote/hybrid workplace, meaningful benefits, substantial growth opportunities, and equity.
$45,000 - $55,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Oppenheimer & Co. (NYSE: OPY) is a diversified financial services firm, offering a wide range of investment banking, securities, investment management and wealth management capabilities from 92 offices in major financial centers in the United States and with Investment Banking and Trading Desks in London, Hong Kong and Tel Aviv.
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The Equity Mining Sales Associate is focused and specifically trained for driving incremental sales and acquiring additional inventory for their dealership by actively prospecting our current sales and service databases, as well as identifying conquest customers in our service drives.
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Our Performance Improvement services include Finance Transformation, Financial Planning & Analysis, Integration & Carve Out Services, Shared Services Optimization, Operations & Supply Chain, Program & Change Management, and Profit Enhancement.
$100,000 - $180,000 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Strong Intellectual curiosity about the financial markets, risk/quantitative research and applications. The position can be based in either Dallas, Texas or NYC. Responsibilities include understanding, monitoring and anticipating the risks of Equity portfolios, engaging investment teams / senior management / internal committees to ensure risks are fully assessed and understood, undertaking quantitative projects to analyze portfolio risk and enhance portfolio construction, and help shaping the direction of the risk oversight process.
$130,000 - $150,000 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Introduces new students to members of the faculty including the Campus Director, Career Services Director, Financial Aid Director, and Instructors. Similar job titles: Admissions counselor, Enrollment advisor, and Admissions specialist.
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wealth financial advisor equity and inclusion jobs Company: Jobs Via Efinancialcareers in Dallas, TX
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